Planning For Your Later Years

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“When he was younger, our Senior Financial Planner, Chuck Conrad, was a member of an elite Army Ranger unit, and back then proper planning could make the difference between life and death for himself and the others in his squad. His instructors…
Work after retirement

Smart Financial Moves if You Decide to Work Later or Part-Time After Retirement

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  Who would this apply to? How do people go about deciding if this is an option they would even want to consider? What are the advantages of making this move? Watch Szarka Financial’s CEO Les Szarka, CFP®, ChFC®, discuss these issues…

I Just Inherited an IRA; What Should I Do?

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        What should people do if they find out they inherited an IRA? What if you’re not the spouse of the IRA owner? What is a stretch IRA? So what are the most important points to remember? Watch Szarka Financial’s…

A Huge but Little Known Retirement Risk: Sequence of Returns

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  Are there any retirement risks that most investors don’t know about? Who should be worried about sequence of returns risk? What exactly does it mean? What can you do to reduce the potential harm of sequence of return risk? Watch…

The US Stock Market is at an All-Time High – Are You on Target for Your Retirement?

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  The US stock market is at an all-time high. Should we expect the current market returns to continue? So what should our listeners expect going forward? What does this do to someone’s retirement plan? Watch Szarka Financial’s Senior…

4 Common 401(k) Pitfalls

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  If you are saving for retirement, like many Americans, your main vehicle to do so is probably some form of defined contribution plan such as a 401(k) or 403(b) plan. The problem is the average American is not saving enough and many…

Age Related Retirement Milestones That Could Even Have You Looking Forward to Your Next Birthday

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  For most of us, our attitude towards our next birthday can change dramatically as we go through life. Early on, we may greatly look forward to certain birthdays. For example, many people look forward to their 18th birthday because…

Run the Numbers!

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One of the most common questions I get from people is, “When can I retire?” My typical answer is “the day after you can afford to do so, and not a single day before or after that.” By retiring too early, you run the risk of not having…

It’s Critical to Understand RMDs

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        What exactly is an RMD? Why is it “critical” to understand RMDs? What details should everyone know about RMDs? How much does the RMD have to be? How do RMDs affect a married couple? Are there any planning…

Important Age Milestones in Retirement Planning

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      Does your age have any impact on what you can do with regard to retirement planning? What’s the next significant age milestone? What other important age milestones? Any other important birthdays to remember after…